Taxes March 17, 2026
Is Your Clients’ Data Safe This Tax Season? Here’s What CPAs Need to Know
Tax season is demanding enough without a security incident disrupting filings or eroding client trust.
Taxes March 17, 2026
Tax season is demanding enough without a security incident disrupting filings or eroding client trust.
March 17, 2026
March 16, 2026
October 22, 2015
What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...
October 22, 2015
As part of the Security Summit process, members from the IRS, states and industry are co-chairing and serving on several teams. The teams have focused on a number of areas including improved validation of the authenticity of taxpayers and information ...
October 22, 2015
Don’t be so quick to simply accept what a financial advisor offers for your retirement – that’s the takeaway from multiple red flags since the 2008-09 economic crisis.
October 22, 2015
The shift in value proposition for CPA firms is due to emerging technologies such as the cloud and changing client expectations.
October 22, 2015
Christen struck a tone of urgency in his acceptance speech, saying the profession should embrace change – and do it fast – to ensure a bright future, attract the best talent and be in the strongest position to serve the public interest.
October 21, 2015
A majority of respondents tot he survey reported that keeping data siloed (69%) and having inaccurate data for forecasting and planning (40%) were among the top financial mistakes most companies make.
October 21, 2015
The new product transforms the traditional “factoring” system, whereby small businesses sell outstanding invoices to a third party creditor. In this new product, small businesses continue to own their relationships with their customers and manage ...
October 20, 2015
While it should come as no surprise, sometimes reinforcing the message can hit home: Make your customer or client experience pleasant and consistent, or they will shop around.
October 20, 2015
The technology works by “reading” an electronic tax return produced by common tax packages, allowing the user to create financial statements that can be analyzed within ProfitCents and Sageworks Valuation Solution. All fields can be auto mapped, and ...
October 19, 2015
In a new report released by the Treasury Inspector General for Tax Administration (TIGTA), the IRS has been sharply criticized for failing to update the Windows operating system on its computers in a timely fashion. The foul-up exposed sensitive ...
October 19, 2015
A cyber security survey conducted by the FWN indicates a high incidence of risky online behaviors with bank and credit card accounts, smartphones and public Wi-Fi use.
October 19, 2015
Growth indicators for the second half of 2015 are providing a glimpse into the hiring environment for 2016, and it appears the race to attract and retain top accounting talent is only heating up.